Sino Vision’s Greater China fund performs on strong consumption story


Hong Kong-based Sino Vision Greater China Market Neutral Fund has delivered a strong performance so far this year, boosted by holdings in companies that benefited significantly from stronger Chinese consumption demand.

In the first 10 months of the year, the high-conviction, bottom-up, fundamental-driven fund delivered a 19.89% return. In October, the fund gained 3.52% on the back of strong gains from Taiwan and Hong Kong listed firms.

The strategy, which manages $45 million and has a $300 million capacity, on average holds 30-40 positions and targets companies that are seen to benefit the most from growing opportunities in